Fund Objective

Investment Proposition
The Fund targets attractive long-term returns with lower volatility than equity markets by investing in a diversified portfolio of assets. The return target is at least 3.5% p.a. ahead of UK base rates (net of fees) over rolling five year periods. We aim to deliver this return whilst limiting volatility to less than 10% p.a. over rolling 5 year periods.
Fund Aims
To achieve long-term capital growth at a lower risk than equity markets by investing in a diversified portfolio.
The Fund may gain exposure to a broad range of traditional and alternative asset classes which may include but is not limited to equities, investment grade and high yield bonds, property, private equity, infrastructure, commodities and currencies. In order to gain exposure to these asset classes the Fund may invest in transferable securities, money market instruments, collective investment schemes, derivatives and deposits. Up to 100% of the Fund may be invested in other collective investment vehicles and the Fund may use derivatives for both investment purposes and in the management of risk.

Fund Managers

Patrick Edwardson

Patrick graduated BSc in Banking and International Finance from Cass Business School in 1993. He joined Baillie Gifford the same year and after his initial training he joined the Fixed Income Team where he spent five years as an Investment Manager. In 2000, Patrick moved to the UK Equity Team and took on the management of UK equity assets for balanced clients and various UK income portfolios. In 2007 he began initial development of our Diversified Growth product and is Head of the Multi Asset Team. Patrick became a Partner in 2005.

Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.

Market Overview

FTSE 350 Risers and Fallers

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